Gregory Wakely
Boston,MA
Summary
Accomplished fixed income professional with a robust analytical background and comprehensive experience in portfolio management, including performance and risk analysis, attribution analysis, key rate duration management, economic research, and credit analysis. Known for combining analytical expertise and proficiency in multiple coding languages with strong leadership skills and the ability to effectively communicate complex findings in company and client meetings. Seeking to advance as a fixed income buy-side professional while continuing my education as a CFA candidate, having successfully passed Level 1 of the exam.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Quantitative Analyst
GW&K Investment Management
Boston, MA
04.2024 - Current
- Developed Python-coded Bloomberg dashboards for visualizing portfolio and market metrics
- Facilitated new investment ideas to address areas of underperformance.
- Developed forecasting models to predict risk and return outcomes under various market conditions.
- Analyzed historical performance of traded securities to inform future investment decisions.
- Evaluated the effectiveness of developed strategies through implemented back-testing procedures.
- Performed detailed statistical analysis of large datasets using advanced programming languages.
- Recommended methods to increase yields and reduce risk exposure.
Fixed Income Portfolio Analyst
GW&K Investment Management
Boston, MA
09.2021 - 04.2024
- Led the weekly investment team meeting, presenting recent performance, current positioning, key rate exposure, and recent trades for our main strategies.
- Built and interpreted attribution models, providing performance summaries for weekly investment reporting meetings.
- Authored and distributed monthly and quarterly performance summaries to clients.
- Developed dynamic portfolio and market reports utilizing BQL (Bloomberg Query Language), SQL, and VBA to distribute to the investment team for daily analysis and investment guidance.
- Conducted research on current market conditions, economic trends, and investment products to inform investment decisions.
- Managed key rate duration for our strategies on a daily basis and made trades accordingly
Data Analyst
FactSet
Boston, MA
09.2020 - 09.2021
- Responsible for managing the entire Portfolio Lifecycle, which includes holdings integration, portfolio analytics implementation, interpretation of risk and performance results, and final distribution of portfolio reports
- Primary Specialist staffed to provide time sensitive solutions for analytics related questions being escalated from FactSet’s general consulting department
- Lead meetings to train and inform consultants of changes being made to FactSet’s analytics products
- Meet with clients in person to discuss ways to improve their use of portfolio analysis in FactSet
Education
Bachelor of Science - Business Administration And Management
Wake Forest University
Winston-salem, NC05-2020
Skills
- Coding proficiency (BQL, SQL, VBA, Python)
- Credit analysis
- Bond pricing
- Attribution analysis
- Risk analysis
- Portfolio management
- Excel
- Jupyter Notebook
- PowerBI
- Charting and visualization
- Presentation skills
- Problem-solving abilities
Affiliations
- Classically trained pianist
- Guitar player
- Alpine skier
- Runner
- Golfer
- Bruins fan
Accomplishments
- Dean's List
- Division 1 State Champion - Golf
Certification
- Passed Level 1 of the CFA exam
Languages
English
Native/ Bilingual
Timeline
Quantitative Analyst
GW&K Investment Management
04.2024 - Current
Fixed Income Portfolio Analyst
GW&K Investment Management
09.2021 - 04.2024
Data Analyst
FactSet
09.2020 - 09.2021
Bachelor of Science - Business Administration And Management
Wake Forest University
- Passed Level 1 of the CFA exam
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